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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,735 | $67,352-90.0% | $60,899-88.9% | $134,509-95.0% |
| Participation rate | 47.1% | 76.2%-29.1pp | 73.1%-26.0pp | 81.2%-34.2pp |
| Annual return | -17.77% | 49.99%-67.8pp | 16.92%-34.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $508 | $3,098-83.6% | $2,702-81.2% | $4,741-89.3% |
| Participant deferral / active EE | $1,247 | $4,539-72.5% | $3,817-67.3% | $6,400-80.5% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |